SOA Wealth Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-144
| Closed | -$13K | – | 959 |
|
|
2023
Q2 | $13K | Hold |
144
| – | – | ﹤0.01% | 498 |
|
|
2023
Q1 | $12.8K | Hold |
144
| – | – | ﹤0.01% | 499 |
|
|
2022
Q4 | $12.6K | Hold |
144
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $12K | Hold |
144
| – | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $13K | Sell |
144
-18
| -11% | -$1.63K | ﹤0.01% | 456 |
|
|
2022
Q1 | $19K | Hold |
162
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $19K | Hold |
162
| – | – | ﹤0.01% | 457 |
|
|
2021
Q3 | $17K | Hold |
162
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $16K | Buy |
162
+17
| +12% | +$1.68K | ﹤0.01% | 492 |
|
|
2021
Q1 | $13K | Sell |
145
-333
| -70% | -$29.9K | ﹤0.01% | 473 |
|
|
2020
Q4 | $43K | Buy |
+478
| New | +$43K | 0.01% | 282 |
|